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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,024 | $97,751-49.8% | $103,431-52.6% | $145,978-66.4% |
| Participation rate | 93.3% | 81.1%+12.2pp | 80.5%+12.8pp | 80.3%+13.0pp |
| Annual return | -0.64% | 25.43%-26.1pp | 23.92%-24.6pp | 550.52%-551.2pp |
| Employer contribution / active EE | $2,359 | $4,684-49.6% | $4,678-49.6% | $4,662-49.4% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,625-100.0% | $6,690-100.0% |
| Admin fee / account holder | $97 | $12,515-99.2% | $9,412-99.0% | $13,400-99.3% |